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3 Financial Scams to Watch Out For in 2023

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Manage episode 376201242 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year prior.

And those are just the incidents that are reported.

In fact, some reports suggest that the ACTUAL amount is closer to $40 billion!

One thing every report seems to agree on is that scams are becoming more prevalent and more sophisticated.

So to help protect retirement investors from becoming victims, today I'm sharing the three financial scams to watch out for.

I'm also sharing how you can protect yourself (and your loved ones) from each scam.

---

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

---

EPISODE RESOURCES:

📊 Get Your Free Retirement and Tax Analysis

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 376201242 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year prior.

And those are just the incidents that are reported.

In fact, some reports suggest that the ACTUAL amount is closer to $40 billion!

One thing every report seems to agree on is that scams are becoming more prevalent and more sophisticated.

So to help protect retirement investors from becoming victims, today I'm sharing the three financial scams to watch out for.

I'm also sharing how you can protect yourself (and your loved ones) from each scam.

---

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

---

EPISODE RESOURCES:

📊 Get Your Free Retirement and Tax Analysis

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

  continue reading

202 episodes

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